Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Robert Koson is a Registered Representative and Investment Adviser Representative with Silver Oak Securities, Inc. in Knoxville, TN. Adam has been in the securities industry since September 2019. Adam has passed the Series 7TO and Series 66 exams and holds licenses in Tennessee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
02/24/2021 - Present
Silver OAK Securities, Inc. (Knoxville TN)
TN
09/18/2020 - 02/24/2021
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
09/06/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
BOTH
Issued 11/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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